TxCIA is pleased to announce that it will hold its 2022 Annual Conference in San Antonio, TX at the St. Anthony Hotel.

The conference will take place October 12-13, 2022Registration for the 2022 Annual Conference is open, and early bird pricing is available through September 12, 2022. 
 

Registration Rates:
Members: $425 early bird | $525 regular
Non-Members: $575 early bird | $650 regular
TxCIA members receive discounted registration rates. Not a member? Join today.

Book Your Discounted Hotel Room
A limited number of discounted hotel rooms are available for 2022 Annual Conference attendees. Click here to book your discounted room today. 

Sponsor the Annual Conference!
Sponsorship packages are available. Click here to learn more about this year's sponsorship opportunities.

Conference Schedule and Highlights
Back by popular demand, this year's conference will feature the return of our popular Captive 101 program, which will be held in the afternoon on Wednesday, October 12th from 2:00 to 4:30 pm. Wednesday evening will feature a special Welcome Reception from 5:00 to 7:00 pm at the Iron Cactus restaurant, located along the San Antonio River Walk. Conference registrants will then have the option of joining their fellow attendees for a River Walk boat tour at approximately 6:30 pm. Thursday will feature a full line-up of presentations. Schedule subject to change.


TIME

WEDNESDAY, OCTOBER 12, 2022

 

 

2:00 - 4:30 p.m.

Captives 101: Everything You Need to Know about Captives and Then Some

Michael Douglas - Aon

Andrew Marson - Strategic Risk Solutions (West) Inc.

 

 

 

5:00 - 7:30 p.m.

Welcome Reception & San Antonio River Cruise

 

Reception Location: Iron Cactus, 200 River Walk Suite 100

River Cruise: 6:30 – 7:30 p.m.

 

 

TIME

THURSDAY, OCTOBER 13, 2022

 

 

8:00 - 9:00am

Breakfast & Registration

8:50 - 9:00 a.m.

Welcome to San Antonio     

9:00 - 9:10 a.m.

Opening Remarks

Jose Garza, Valero – TxCIA President

9:10 - 9:50 a.m.

Recent Captive Tax Developments, Concerns, and Trends 

Dan Kusalia, Crowe LLP

Bruce Wright, Eversheds Sutherland

10:00 - 10:40 a.m.

The Economic Landscape and Your Captive’s Portfolio

Scott Mildrum, Performa

10:40 - 11:00 a.m.

Break 1

11:00 a.m. - noon

Captives: A Risk Manager Perspective

David Jarusinski, The Friedkin Group

Henry Siller, USAA

Blake Whaling, Southwest Airlines

Moderator: Julie Patel, Marsh

12:00 - 1:00 p.m.

Lunch

Keynote Speaker: Major General Angela Salinas, U.S. Marine Corps (Ret), CEO of the Girl Scouts of Southwest Texas

1:10 - 1:50 p.m.

Discussion with Texas Department of Insurance

2:00 - 2:40 p.m.

The Everchanging Captive Landscape: Transfer Pricing and Beyond

Tom Cyr, KPMG

Enrique Martin, KPMG

Dan Gibson, KPMG

2:40 - 3:00 p.m.

Break 2

3:00 - 3:40 p.m.

How to Rate Your Captive

Sean Stack, S&P Global Ratings

3:50 - 4:30 p.m.

Captive Innovation: Using Your Captive to Its Full Potential

Wes Sierk III, Risk Strategies Co., Author of Taken Captive

4:30 - 4:40 p.m.

Closing Remarks

Jose Garza, Valero – TxCIA President



Keynote Speaker: Thursday will feature a special luncheon Keynote Presentation from Major General Angela Salinas, U.S. Marine Corps (Ret), CEO of the Girl Scouts of Southwest Texas. Salinas served in the U.S. Marine Corps for 39 years. She was the first Latina selected and promoted to the general officer ranks in the U.S. Marine Corps. At the time of her retirement in September 2013, she was the senior ranking woman and Hispanic in the Corps.

A Girl Scout alumna, Salinas is a role model to girls and women seeking to break through the glass ceiling. She was the first woman to command the Marine Corps Recruit Depot San Diego and the Western Recruiting Region, the first woman assigned as an Assistant Chief of Staff for plans and policy of a major combatant organization and the first woman assigned as a ground major’s combat service support monitor. Her personal decorations include the Navy Distinguished Service Medal; the Defense Superior Service Medal; the Legion of Merit with gold star; the Meritorious Service Medal with two gold stars; the Navy and Marine Corps Commendation Medal; the Army Commendation Medal and the Navy and Marine Corps Achievement Medal with two gold stars. 





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